Interact to see
Advertisement
Advertisement
FWMIX vs MDLVX
FWMIX vs MDLVX Comparison
Open Charts FWMIX vs MDLVX
FWMIX vs MDLVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FWMIX vs. MDLVX commentary
Aug 20, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FWMIX is a Hold and MDLVX is a Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 218B vs. MDLVX (906M). FWMIX pays higher dividends than MDLVX: FWMIX (1.47) vs MDLVX (0.88). FWMIX was incepted earlier than MDLVX: FWMIX (10 years) vs MDLVX (27 years). MDLVX (0.96) is less costly to investors than FWMIX (0.26). MDLVX is a more actively managed with annual turnover of: 120.00 vs. FWMIX (32.00). MDLVX has a lower initial minimum investment than FWMIX: MDLVX (1000) vs FWMIX (1000000). MDLVX annual gain was more profitable for investors over the last year : 25.34 vs. FWMIX (7.00). FWMIX return over 5 years is better than : 30.27 vs. MDLVX (24.68).
| FWMIX | MDLVX | FWMIX / MDLVX | |
| Total Expense Ratio | 0.26 | 0.79 | 33% |
| Annual Report Gross Expense Ratio | 0.26 | 0.96 | 27% |
| Fund Existence | 10 years | 27 years | - |
| Gain YTD | 6.561 | 18.504 | 35% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 906M | 24,062% |
| Annual Yield % from dividends | 1.47 | 0.88 | 166% |
| Returns for 1 year | 7.00 | 25.34 | 28% |
| Returns for 3 years | 34.30 | 40.00 | 86% |
| Returns for 5 years | 30.27 | 24.68 | 123% |
| Returns for 10 years | N/A | 83.77 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers